WAM
JBTM

Wealthspire Advisors (Maryland)’s JBT Marel JBTM Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-329
Closed -$30K – 2166
2019
Q1 		$30K Buy
329
+174
+112% +$14.7K ﹤0.01% 1119
2018
Q4 		$11K Buy
155
+65
+72% +$5.76K ﹤0.01% 1442
2018
Q3 		$11K Buy
90
+16
+22% +$1.74K ﹤0.01% 1499
2018
Q2 		$7K Buy
74
+5
+7% +$488 ﹤0.01% 1683
2018
Q1 		$8K Hold
69
– – ﹤0.01% 1655
2017
Q4 		$8K Buy
69
+63
+1,050% +$6.88K ﹤0.01% 1693
2017
Q3 		$1K Buy
+6
New +$553 ﹤0.01% 2165
2017
Q1 		– Sell
-114
Closed -$10K – 2038
2016
Q4 		$10K Hold
114
– – ﹤0.01% 1236
2016
Q3 		$8K Sell
114
-50
-30% -$3.34K ﹤0.01% 1302
2016
Q2 		$10K Hold
164
– – ﹤0.01% 1207
2016
Q1 		$9K Hold
164
– – ﹤0.01% 1218
2015
Q4 		$8K Buy
+164
New +$7.45K ﹤0.01% 1259

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